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Dimensional US Small Cap ETF

783 hedge funds and large institutions have $8.88B invested in Dimensional US Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 342 increasing their positions, 230 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

49% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 230

10% more capital invested

Capital invested by funds: $8.06B → $8.88B (+$825M)

2% more funds holding

Funds holding: 769783 (+14)

0% more funds holding in top 10

Funds holding in top 10: 9696 (0)

0.75% less ownership

Funds ownership: 79.09%78.34% (-0.75%)

Holders
783
Holders Change
+14
Holders Change %
+1.82%
% of All Funds
10.28%
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.26%
New
53
Increased
342
Reduced
230
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
426
Smith, Moore & Co
Missouri
$1M +$51.3K +768 +6%
SWM
427
SpringVest Wealth Management
Texas
$986K -$2.14K -32 -0.2%
US Bancorp
428
US Bancorp
Minnesota
$982K +$12.2K +183 +1%
CF
429
Centaurus Financial
California
$969K +$48.6K +728 +5%
VFP
430
Verus Financial Partners
Virginia
$962K +$2.6K +39 +0.3%
EFS
431
Essex Financial Services
Connecticut
$958K +$13.3K +200 +1%
USCWA
432
U.S. Capital Wealth Advisors
Texas
$941K -$133K -1,995 -13%
SB
433
Semitam Bonam
New York
$928K +$15.6K +234 +2%
Fidelity Investments
434
Fidelity Investments
Massachusetts
$916K +$134K +2,015 +18%
TWP
435
Total Wealth Planning
Ohio
$903K -$801 -12 -0.1%
WFA
436
Websterrogers Financial Advisors
South Carolina
$895K +$67 +1 +0%
CFA
437
CWS Financial Advisors
Michigan
$894K +$111K +1,666 +15%
WAP
438
Wealthcare Advisory Partners
Pennsylvania
$892K -$758K -11,356 -47%
BRWA
439
B. Riley Wealth Advisors
Florida
$883K +$90.2K +1,352 +12%
WRPWM
440
Werba Rubin Papier Wealth Management
California
$876K +$13.1K +196 +2%
CAM
441
Clark Asset Management
New Hampshire
$875K +$467 +7 +0.1%
RLIM
442
Red Lighthouse Investment Management
New York
$857K
SPF
443
South Plains Financial
Texas
$830K -$441K -6,600 -35%
WS
444
Wedbush Securities
California
$830K +$809K +12,127 New
CCM
445
Coldstream Capital Management
Washington
$828K -$131K -1,957 -14%
IA
446
IFG Advisors
Missouri
$826K -$12.5K -187 -2%
CB
447
Commerce Bank
Missouri
$819K -$22.4K -335 -3%
CAMG
448
CWA Asset Management Group
Florida
$815K +$82K +1,229 +12%
GA
449
Greenspring Advisors
Maryland
$812K +$792K +11,859 New
BWM
450
BCO Wealth Management
New Mexico
$806K +$51.3K +768 +7%